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HomeServicePointIn Depth: Service TransactionsWhich Service Transactions to Enter

4.1. Which Service Transactions to Enter

Each client should have at least one Case Management Service Transaction to indicate that client's intake process.

Each client should also have a second Service Transaction of some kind besides Case Management. It does NOT have to be financial; it can be "Housing Search and Placement".

As your client progresses through your program, users should update any services given, such as rental payments.

For each recertification, there should be one Case Management Service Transaction.

So, a typical collection of Services Transactions for a client might be:

Date Service Activity Represented
5/1/2014 Case Management Intake
6/15/2014 Housing Search and Placement Found housing for the client
6/15/2014 Rental Payment Paid first month's rent
6/15/2014 Deposit Payment Paid deposit
7/1/2014 Rental Payment Paid 2nd month's rent
8/1/2014 Case Management Recertification
8/1/2014 Rental Payment Paid 3rd month's rent


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